Shows
Oyster Stew - A Broth of Financial Services Commentary and InsightsTechnology Investments That Work: Aligning Strategy, Data, and ROIIn this episode of the Oyster Stew Podcast, Dan Garrett and Jay Donlin break down the critical—but often overlooked—factors that determine whether your technology investments will actually move the needle for your firm. From setting business-driven goals to avoiding the allure of flashy tools with limited value, they walk through practical insights that can save you time, money, and internal frustration.What You’ll Learn· Start with Strategy, Not Software· Beware the Shiny Object· Don’t Underestimate Adoption and Training· Data Strategy· Measure Before and After: ROI Isn’t Optional·...2025-04-0815 min
Oyster Stew - A Broth of Financial Services Commentary and InsightsGrowth Strategies: The Power of OutsourcingIn this episode of the Oyster Stew Podcast, our panel of financial services experts breaks down the key considerations for outsourcing critical functions, such as compliance, finance, and vendor selection. Whether you’re launching a new firm, looking to scale efficiently, or navigating complex regulatory landscapes, outsourcing services can provide cost-effective expertise and operational flexibility.Our expert panel—Sarah Sutton, Candy Palugi, Evan Rosser, Jay Donlin, Fred Wagstaff, and Jeff Wilk—shares real-world insights on when outsourcing makes sense, how to assess your firm’s needs, and the long-term benefits of working with experienced operations and compliance consulta...2025-02-1428 min
Oyster Stew - A Broth of Financial Services Commentary and InsightsInsider's Guide to Selecting The Right Custodian For Your RIAIn this episode of the Oyster Stew podcast, our experts, Dan Garrett and Jay Donlin, take you on a deep dive into the world of custodians. We'll explore everything from full-service solutions that handle your middle office needs to niche players specializing in FinTech and money management. Whether you're a breakaway advisor, a FinTech firm, or an established registered investment advisor (RIA) looking to make a change, this podcast will equip you with the insights you need to make an informed decision. Oyster Consulting has the expertise, experience and licensed professionals you need, all under one r...2024-08-2234 min
Oyster Stew - A Broth of Financial Services Commentary and InsightsPros and Cons of Platform Ownership for Investment Advisors and Broker DealersIf you are a start-up or an established wealth management firm, determining whether you want to manage your own operating platform or outsource it is an important strategic decision. There are many factors to consider, from cost and available resources to integration and client experience. In today’s podcast Oyster experts Dan Garrett and Jay Donlin share their expertise on what goes into establishing and managing your own platform, common pitfalls and using out-of-the-box vendors vs customized builds. Oyster Consulting has the expertise, experience and licensed professionals you need, all under one roof. Follow us on...2024-06-2726 min
Oyster Stew - A Broth of Financial Services Commentary and InsightsDrivers of Change - The Clearing & Custodian Transformation In this week's Oyster Stew Podcast, our Strategic Planning and Execution experts, Pete Bowman, Pete McAteer, Jay Donlin, Jeff Wilk, and Jeff Gearhart share their perspectives on the four critical areas that are transforming the clearing and custodian industry: Technology advances and accessibility are reshaping how firms look at clearing and custodian services. Economics, from interest rates to market fluctuations, emerge as a significant player. Client Engagement: Firms must determine how best to foster meaningful, compliant and efficient connections in a digital world.Managing risk and compliance always requires industry firms to assess their practices and revi...2024-02-0123 min
Oyster Stew - A Broth of Financial Services Commentary and InsightsWhat Can Happen When You Start Managing Your Clearing Relationship At an Executive LevelYour clearing and custodial partnerships touch every part of your business: your clients, financial professionals, technology platform, operations, digital experience and compliance are just some of those dependencies. And don’t forget about the impact on your P&L.In today’s podcast Oyster’s clearing and custodian experts Dave Williams, Jay Donlin, Pete McAteer and Jim Roth share how you should manage your clearing and custodian relationships at the executive level. Oyster Consulting has the expertise, experience and licensed professionals you need, all under one roof. Follow us on LinkedIn to take advantage of our in...2022-11-1012 min
Oyster Stew - A Broth of Financial Services Commentary and InsightsStarting Your RIA - The Registration ProcessLearn how and when to start your own Investment Advisor Firm. Experts Buddy Doyle, Sarah Sutton and Jay Donlin discuss licensing, what you need, registering with the SEC and choosing a custodian. Oyster Consulting has the expertise, experience and licensed professionals you need, all under one roof. Follow us on LinkedIn to take advantage of our industry insights or subscribe to our monthly newsletter. Does your firm need help now? Contact us today!2022-01-2034 min
Fish Hunt NationFish Hunt Northwest Episode #13 In-Studio Interview with former WA St. Representative Brian BlakeOn this weeks Episode, Host Duane Inglin and Co-Host Tommy Donlin welcome In-Studio, former WA St. Representative and Chairman of the Natural Resources Committee Brian Blake.
Brian has recently submitted his name to Governor Jay Inslee's office for a position on the WA St. Fish & Wildlife Commission. With all the turmoil, as of late, with the WA St. Commission, the boys figured it would be good to sit down with Brian to get his take on, Commercial vs, Recreational fishing, Salmon Recovery, Predator Issues, to include Wolves, Mt. Lions, Bears & Pinnipeds. Also as a Democrat, his position...2022-01-071h 23
Oyster Stew - A Broth of Financial Services Commentary and InsightsLeveraging Clearing Conversion Experts for SuccessClearing Conversions are an enormous undertaking. Oyster Consulting's experts Jay Donlin, Jim Roth, Tim Buckler and Pete McAteer share what drives them, what’s involved, and what makes a successful conversion. Oyster Consulting has the expertise, experience and licensed professionals you need, all under one roof. Follow us on LinkedIn to take advantage of our industry insights or subscribe to our monthly newsletter. Does your firm need help now? Contact us today!2021-10-0414 min
Oyster Stew - A Broth of Financial Services Commentary and InsightsLooking Ahead: Clearing Relationships and Succession PlanningIntroducing brokers must look down the road when considering economics and profitability, whether it is looking at a neglected clearing firm contract, or considering consolidation, succession and other alternatives to fulfill future needs. Join our panelists David Williams, Jay Donlin, Dave Osborne and Jim Roth as they talk about what they are seeing in these areas, how firms are handling the current environment and how they are looking toward the future. Oyster Consulting has the expertise, experience and licensed professionals you need, all under one roof. Follow us on LinkedIn to take advantage of our industry ins...2021-03-2611 min
Oyster Stew - A Broth of Financial Services Commentary and InsightsAre You Maximizing Your Clearing Firm's Capabilities?Competition, regulations, technology and reduced margins may be reducing your broker-dealer's bottom line. How do you continue to thrive in this environment? The answer may be right in front of you - your clearing firm. Join our panelists David Williams, Jay Donlin, Dave Osborne and Jim Roth as they talk about how maximizing your clearing firm's capabilities can help your bottom line. Oyster Consulting has the expertise, experience and licensed professionals you need, all under one roof. Follow us on LinkedIn to take advantage of our industry insights or subscribe to our monthly news...2021-03-2518 min
The Wall of Power Radio HourWall Of Power Radio Hour – April 2, 2016We are celebrating almost two years of the Wall of Power Radio Hour tonight by replaying last year’s first anniversary show. While we prepare for our third season we want to share highlights from our first year of shows. Tonight’s show features interviews and music from 2014 including guests Tom Arnold, Steve McClellan, Willie Walker, Ken Martin, Tom Mischke, Tom Lieberman, Amy Donlin, Jim Klobuchar, Chris Mulkey, Big Jay McNeely, Leroy Hoikala, BJ Rolfzen, Charlie Parr, Judy Larson, Spider John Koerner, Maria Muldaur, Nora Guthrie, Sherwin Linton, Leo “Bud” Welch, Matt Fink, and Carson McHone. We appreciate all of you i...2016-04-0300 min